Upgrade from simPRO Service

Overview

After being upgraded to the latest version of simPRO there are a number of new features that you’ll have access to. In this article we will explore the features and options that are exclusive to the latest version simPRO.

In simPRO click the What's New in simPRO button and launch the Essential Setup to learn how to set up simPRO to continue working as you always have.

Some of the most significant features include:

Navigation and Accessibility

The latest version of simPRO has a new look. One of the major differences is that the main menu is now on the left and can be expanded to include the names of the different areas of simPRO or symbols.

In simPRO click the What's New in simPRO button to take a tour of the new look.

Learn more in Navigation and Accessibility.

System Setup

In addition to the new features there are a number of system settings that have additional options in simPRO.

Learn more in System Setup.

Forms Setup

When upgraded to the latest simPRO, you are given access to more options in formatting your forms and can now use Form Builder to create completely custom form templates.

Learn more in Form Setup.

Defaults

simPRO gives you access to some additional default options.

Learn more in Defaults.

simPRO Mobile

simPRO is compatible with simPRO Mobile, including the Quote and Sales module, Timesheet module, Service module and Stock module. simPRO Mobile is an app which you can download from the Google Play Store.

Learn more in simPRO Mobile.

Integrations

Learn about the wide range of add-ons and integrations to gain even greater functionality when and where your business needs it.

Learn more in Integrations.

Paid add-ons

Once you’ve been upgraded to the latest simPRO version, you are able to purchase some paid add-ons that integrate with existing simPRO features.

Learn more in Paid Add-ons.

Attachments

The latest version of simPRO has many improvements to how you can manage attachments added to many areas, including quotes, jobs, items and people.

Learn more in Attachments.

Contacts and Sites

Learn more about the updates to managing contacts and sites in the latest version of simPRO in Contacts and Sites.

Customers

Learn more about the updates to managing customers in the latest version of simPRO in Customers.

Employees

simPRO now gives you some additional options when creating employees or setting up their employee cards.

Learn more in Employees.

Contractors

Create contractors to manage contractor details and raise work orders for jobs.

Learn more in Contractors.

Leads

Use leads to manage potential business opportunities.

Learn more in Leads.

Service Quotes

In simPRO, basic quotes are called service quotes. Though they are very similar to the quotes available in simPRO Service, the come with some extra functionality.

Learn more in Service Quotes.

Project Quotes

simPRO gives you access to create project quote and jobs. Projects can be divided and invoiced in sections and allow you to report on the profitability of work as it is progressing rather than having to wait for the work to be completed.

Learn more in Project Quotes.

Service Jobs

In the updated version of simPRO, basic jobs are called service jobs. Though they are very similar to the quotes available in simPRO Service, they come with some extra functionality.

Learn more in Service Jobs.

Project Jobs

simPRO gives you access to create project quotes and jobs. Projects can be divided and invoiced in sections and allow you to report on the profitability of work as it is progressing rather than having to wait for the work to be completed.

Learn more in Project Jobs.

Prepaid jobs

After setting up prepaid blocks, you can sell them to a customer by adding them to a prepaid job and invoicing the job.

Learn more in Sell prepaid time to a customer.

Schedule

There are some additional features accessible for the schedule and timesheets.

Learn more in Schedule.

Materials

There are some new options available for using materials in the latest version of simPRO. Additionally simPRO gives you access to take off templates, supplier quotes and automatic imports.

Learn more in Materials.

Invoicing

simPRO gives you the ability to put invoices in an unapproved status to prevent users from sending the invoice to a customer before being approved by someone with appropriate security group access. Additionally you can create some additional types of invoices.

Learn more in Invoicing.

Payments

If your business operates in the UK or EU, your online payments from your customers will be SCA compliant.

If you have an account with Square Payments you can integrate it with simPRO to make collecting payments much easier.

Learn more in Payments.

Tasks

In simPRO, you can use tasks to keep an interactive to-do list for quotes, jobs, customers, and internal needs.

Learn more in Tasks.

Import and Export

The latest version of simPRO includes a range of new import and export options so you can save time adding and updating data in your simPRO build. Additionally if you have an account with one of simPRO’s supported suppliers you can set up automatic syncing for your catalogue and supplier invoices.

Learn more in Import and Export.

Accounting Link

The latest version of simPRO includes more accounting packages that you can link your build to. Additionally you can also export timesheets directly to Xero saving you time when calculating payroll.

Learn more in Accounting Link.

Business Toolkit

Learn more about the updates in Business Toolkit.

Reports

You can run reports on various simPRO features to retrieve data and learn more about the information surrounding these features.

Learn more in Reports.